Retirement Spending Secrets: A Smarter Strategy Than the 4% Rule
Learn about the three key factors that determine how much you can spend: the phases of retirement, market fluctuations, and taxes.
Learn about the three key factors that determine how much you can spend: the phases of retirement, market fluctuations, and taxes.
Feeling uneasy about your finances with election season approaching? You’re not alone. Political uncertainty often raises questions about market stability, and it’s easy for that anxiety to seep into concerns about your retirement savings.
Do you need life insurance once you’ve retired? We get this question all the time in our office. And, as with most things in financial planning, the necessity of it depends on your situation. So, in today’s video, Scott is here to share some examples of why one would or would not need life insurance in retirement.

Volatility isn’t fun. When the stock market is down, it really takes a toll on our emotions. Emotions lead people to do things that could ruin long-term investing results. Today, we’re sharing why you should stay invested.